Plan Snapshot
- Plan Sponsor: Chickasaw Community Bank
- Sponsor EIN: 730242063
- Sponsor Address: 7500 W. MEMORIAL RD., OKLAHOMA CITY, OK, 73142
- Plan Type: 401(k)
- Total Participants: 44
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 44 | $6.7M | $264,036 | $406,085 |
| 2023 | 75 | $7.5M | $416,947 | $653,353 |
| 2022 | 116 | $6.0M | $487,330 | $763,093 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRICE KUBECKA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICE KUBECKA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $24,985 | — | — | — | — |
| 2023 | $21,321 | — | — | — | — |
| 2022 | $18,789 | — | $18,789 | — | — |